Estate Planning/Probate Forms Library

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Estate Planning/Probate Forms Library

Quickly access accurate estate planners and probate forms online

The State Bar of Wisconsin PINNACLE™ Estate Planning / Probate Law Forms Library puts high-quality forms at your fingertips, 24 hours a day, 7 days a week. All you need is a subscription and an Internet connection.

For a list of the Forms included in this library plus a the version of the form and the date they were last reviewed, please click here.

  • Sample Letter to the Estate Planning Client
  • Master Information List for Estate Planning
  • Sample Reminder Checklist for the Estate Planning Client
  • Basic Will Without a Trust
  • Identification of Testator by Various Names (Alternative Provision)
  • Nomination of Guardian (Alternative Provision)
  • Entire Estate to Spouse (Alternative Provision)
  • If Spouse Predeceases Testator All to Children and Lineal Descendants (Alternative Provision)
  • Descendents of Deceased Child Take by Right of Representation (Alternative Provision)
  • Attestation Clause - Signing by Proxy (Alternative Provision)
  • Attestation Clause - Signing by Testator's Mark (Alternative Provision)
  • One-Step Procedure for Self-Proved Will (Alternative Provision)
  • Two-Step Procedure for Self-Proved Will (Alternative Provision)
  • Payment of Expenses of Last Illness and Funeral (Optional Provision)
  • Payment of Debts, Taxes, and Expenses (Optional Provision)
  • Gift of Encumbered Property - Exoneration (Optional Provision)
  • Gift of Encumbered Property - Subrogation (Optional Provision)
  • Nonademption of Specific Gifts (Optional Provision)
  • Option to Purchase - At Appraised Value for Cash (Optional Provision)
  • Option to Purchase - At Appraised Value on Terms (Optional Provision)
  • Option to Purchase - At Fixed Value for Cash (Optional Provision)
  • Powers of Personal Representative - Sell, Lease, or Mortgage Property and Borrow Money (Optional Provision)
  • Powers of Personal Representative - Permit Beneficiaries to Use Property (Optional Provision)
  • Powers of Personal Representative - Settle Claims (Optional Provision)
  • Powers of Personal Representative - Leave Assets Invested in Form Received (Optional Provision)
  • Powers of Personal Representative - Continue Business (Optional Provision)
  • Powers of Personal Representative - Administer Marital Property (Optional Provision)
  • Gift of Life Estate (Optional Provision)
  • Gift of Remainder Interest (Optional Provision)
  • Gift for Educational, Religious, Charitable, and Public Uses (Optional Provision)
  • Specific Bequest Limited to Fraction of Estate (Optional Provision)
  • Anatomical Gifts (Optional Provision)
  • Compensation of Personal Representative (Optional Provision)
  • Very Short Will
  • Will with Single Testamentary Trust
  • Will with Multiple Separate Testamentary Trusts
  • Marital Property Agreement
  • Marital Property Agreement - Petition to Confirm Interest in Property
  • Marital Property Agreement - Certificate Confirming Interest in Property
  • Marital Property Agreement - Transmittal Letter to Court
  • Appointment of Special Cotrustee
  • Specific Types of Assets to Fund Revocable Trust - Real Property
  • Specific Types of Assets to Fund Revocable Trust - Untitled Tangible Personal Property
  • Specific Types of Assets to Fund Revocable Trust - Publicly Traded Securities and Brokerage Accounts
  • Specific Types of Assets to Fund Revocable Trust - Bonds
  • Funding Revocable Trust by Durable Power of Attorney for Finances and Property
  • Declaration of Trust Ownership
  • Certification of Trust
  • Revocable Trust - Unmarried Settlor
  • Revocable Trust - Married Person Who Is Sole Settlor
  • Pour-Over Will - Revocable Trust with One Settlor
  • Marital Property Revocable Trust - Large Estates
  • Appointment of Beneficiary-Trustee (Alternative Provision)
  • Limiting Powers to Ascertainable Standard (Alternative Provision)
  • Limiting Powers of Revocation, Termination, and Amendment (Alternative Provision)
  • Limiting Trustee's Administrative Powers (Alternative Provision)
  • Marital Property Revocable Trust - Small Estates
  • Pour-Over Will - Marital Property Revocable Trust
  • Simple Irrevocable Life Insurance Trust Agreement
  • I.R.C. § 2503(c) Trust
  • Sample Notice of Crummey Power
  • Opt-Out Marital Property Agreement
  • Opt-In Marital Property Agreement
  • Limited Marital Property Agreement
  • Unilateral Statement
  • Affidavit of Assets, Income, Liabilities, and Expenses
  • Affidavit of Facts Regarding Marital Property Agreement
  • Waiver of Independent Legal Representation
  • Cohabitation Agreement
  • Lease of Assets of Closely Held Business - Sample Cost-of-Living Adjustment Clause
  • Lease of Assets of Closely Held Business - Sample Option-to-Purchase Clause
  • Purchase Price of Closely Held Business - Net Book Value with Adjustments (Sample Clause)
  • Purchase Price of Closely Held Business - Net Book Value-Multiple of Earnings (Sample Clause)
  • Purchase Price of Closely Held Business - Solomon's Choice (Sample Clause)
  • Purchase Price of Closely Held Business - Option to Liquidate (Sample Clause)
  • Stock Redemption Agreement
  • Cross Purchase Agreement
  • Sample I.R.C. § 2204 Application
  • I.R.C. § 303 Redemption Agreement
  • General Durable Power of Attorney
  • Agent's Powers Under Durable Power of Attorney - Power to Make Gifts (Optional Provision)
  • Limited Durable Power of Attorney for Purposes of Funding a Trust
  • Nonstatutory Form Power of Attorney for Health Care (Integrated with Living Will)
  • Nonstatutory Form Power of Attorney for Health Care - Notice to Clients Considering Form
  • Nonstatutory Form Power of Attorney for Health Care - Notice to Clients Executing Form
  • Nonstatutory Form Living Will
  • Disclaimer of Entire Interest in Testamentary Trust
  • Disclaimer of Insurance Proceeds
  • Critical Date Chart for Probate
  • Master Information List for Probate
  • Master Information List for Probate - Schedules
  • Cash Requirements Worksheet
  • Estate Progress Worksheets
  • Letter of Representation for Probate
  • Application for Informal Administration
  • Form W-9 Request for Taxpayer Identification Number and Certification
  • Waiver and Consent (PR-1803)
  • Proof of Heirship (PR-1806)
  • Letter Regarding Initiation of Probate
  • Letter Regarding Possible Public Benefits Claims
  • Probate Claims Notice (F-13033)
  • Notice to Creditors (PR-1804)
  • Petition to Dispense with Guardian ad Litem (PR-1820)
  • Order Dispensing with Guardian ad Litem (PR-1821)
  • Consent to Serve (PR-1807)
  • Statement of Informal Administration (PR-1808)
  • Domiciliary Letters (PR-1810)
  • Letter Requesting Domiciliary Letters
  • Letter Forwarding Initial Documents to Probate Court
  • Proof of Publication
  • Letter Forwarding Proof of Publication
  • Application for Death Certificate (F-05280)
  • Letter Requesting Information on Savings and Checking Accounts and Loans
  • Letter to Financial Institution Concerning Safe Deposit Box
  • Waiver of Personal Representative's Fee
  • Letter Forwarding Waiver of Fees to Probate Registrar
  • Letter to Postmaster
  • Letter Reminding Personal Representative to Review Insurance
  • Letter Requesting Information from Decedent's Employer
  • Letter Requesting Real Estate Tax Bills
  • Letter to Title Insurer
  • Letter Forwarding Title Reports
  • Letter to Creditor (Timely Notice)
  • Letter to Creditors (Late Notice)
  • Letter Forwarding Claims Information to Probate Registrar
  • Letter Forwarding Payment to Creditor
  • Estate Receipt (PR-1815)
  • Letter to Personal Representative Concerning Payment of Bill for Proof of Publication
  • Letter to Probate Registrar Concerning Proof of Publication
  • Letter Forwarding Publication Fee
  • Letter to Personal Representative or Relative Regarding Inventory
  • Inventory (PR-1811)
  • Inventory Exhibited
  • Letter Forwarding Inventory to Probate Registrar
  • Letter Forwarding Inventory to Beneficiaries
  • Marital Property Exchange Agreement
  • Petition for Approval of Marital Property Exchange Agreement
  • Order Approving Marital Property Exchange Agreement
  • Statement of Termination or Confirmation of Interest(s) in Property (PR-1827)
  • Statement of Transfer of Interest in Property (PR-1828)
  • Termination of Decedent's Interest (HT-110, TOD-110)
  • Letter to Stockbroker
  • Letter of Instruction (Securities)
  • Affidavit of Domicile
  • Letter Forwarding Deed for Recording
  • Statement of Transfer of Vehicles to a Surviving Spouse, Domestic Partner or Heir (MV2300)
  • Wisconsin Title and License Plate Application (MV1)
  • Letter Forwarding Statement of Transfer of Vehicles and Title to DOT
  • Petition for Extension of Time (PR-1833)
  • Order for Extension of Time (PR-1834)
  • Letter Forwarding Petition and Order for Extension of Time
  • Estate Account (PR-1814)
  • Estate Receipt (PR-1815) - Specific Bequest
  • Letter Forwarding Estate Receipt to Probate Registrar
  • Letter Concerning Distribution - Short Form
  • Personal Representative's Statement to Close Estate (PR-1816)
  • Letter Forwarding Statement to Close Estate to Beneficiaries
  • Letter Forwarding Closing Documents to Probate Registrar
  • Final Letter to Personal Representative
  • Demand for Formal Proceedings (PR-1813)
  • Petition for Special Administration (PR-1850)
  • Order Setting Time to Hear Petition for Special Administration (PR-1851)
  • Order for Special Administration (PR-1852)
  • Letters of Special Administration (PR-1853)
  • Petition for Discharge of Special Administrator (PR-1854)
  • Order Discharging Special Administrator (PR-1855)
  • Petition for Allowance
  • Order for Allowance
  • Surviving Spouse's Selection of Personal Property
  • Petition for Special Allowance
  • Order for Special Allowance
  • Petition for Spouse's Exemption from Creditors
  • Order for Spouse's Exemption from Creditors
  • Spousal Election
  • Disclaimer of Interest
  • Assignment of Interest
  • Petition That Home Be Assigned to Spouse or Domestic Partner
  • Petition for Formal Administration (PR-1901)
  • Consent to Act (GF-131B)
  • Notification Letter to Guardian ad Litem or Attorney for Person in Military Service
  • Order Setting Time to Hear Petition for Administration and Deadline for Filing Claims (PR-1903)
  • Waiver, Consent and Approval (PR-1902)
  • Order Limiting Time for Filing Claims (PR-1904)
  • Letter to Newspaper Accompanying Notice for Publication
  • Affidavit of Service (PR-1817)
  • Notification Letter to Heirs
  • Notification Letter to Specific Legatee
  • Letter to Attesting Witness Who Will Prove Will
  • Proof of Will (PR-1845)
  • Order for Formal Administration (PR-1905)
  • Signature Bond in Estate or Trust Proceedings (PR-1809A)
  • Order Appointing Appraiser(s) (PR-1907)
  • Letter to Appraiser(s)
  • Claim Against Estate (PR-1819)
  • Objection to Allowance of Claim
  • Judgment on Claims (PR-1909)
  • Letter Regarding Life Insurance
  • Life Insurance Statement for Insured Decedent (IRS Form 712)
  • Notice of Inventory on File (PR-1908)
  • Petition for Order Approving Classification of Property
  • Objection to Property Classification
  • Order for Hearing on Classification of Property
  • Order Classifying Property
  • Petition for Declaration of Rights of Management and Control and Interest in Property
  • Order Declaring Interest in Property
  • Order Declaring Rights of Management and Control
  • Petition for Final Judgment (PR-1910)
  • Order and Notice for Hearing on Petition for Final Judgment (PR-1911)
  • Final Judgment (PR-1912)
  • Abridgment of Final Judgment (PR-1913)
  • Notice of Distribution to Ward (PR-1822)
  • Proof of Recording (PR-1914)
  • Order Discharging Guardian ad Litem
  • Order Discharging Personal Representative (PR-1915)
  • Notice of Application to Convert to Informal Administration
  • Order Converting Proceeding to Informal Administration
  • Procedural Guide to Initial Hearing on Petition for Administration
  • Procedural Guide to Hearing on Final Account
  • Transfer by Affidavit
  • Letter Requesting Execution of Initial Summary Procedure Documents
  • Petition for Summary Settlement (PR-1835)
  • Waiver and Consent (PR-1846)
  • Order and Notice for Hearing on Petition for Summary Settlement (PR-1836)
  • Letter to Interested Person Regarding Summary Settlement
  • Order on Petition for Summary Settlement (PR-1837)
  • Letter to Register of Deeds to Record Order on Petition for Summary Settlement
  • Petition for Summary Assignment (PR-1840)
  • Notice to Creditors for Summary Assignment (PR-1842)
  • Order and Notice of Hearing Petition on Summary Assignment (PR-1843)
  • Affidavit of Additional Property and-or Creditor for Summary Assignment (PR-1841)
  • Order on Petition for Summary Assignment (PR-1844)
  • Certificate of Summary Confirmation of Interest in Property (PR-1929)
  • Petition for Certificate of Descent-Judgment Determining Descent (PR-1945)
  • Order and Notice for Hearing on Petition for Judgment Determining Descent (PR-1946)
  • Certificate of Descent (PR-1947)
  • Judgment Determining Descent (PR-1948)
  • Application for Federal Employer Identification Number (SS-4) - form
  • Letter Advising Personal Representative of EIN
  • Notice Concerning Fiduciary Relationship (IRS Form 56)
  • Letter Forwarding Notice Concerning Fiduciary Relationship
  • U.S. Estate Tax Return (IRS Form 706)
  • Transmittal Letter for Federal Estate Tax Return
  • Election of Administration Expenses
  • Trust Verification
  • Will Verification
  • U.S. Fiduciary Income Tax Return (IRS Form 1041)
  • Wisconsin Fiduciary Income Tax Return (DOR Form 2)
  • Request for Prompt Assessment (IRS Form 4810)
  • Petition to Dispense with Filing of Closing Certificate for Fiduciaries
  • Order for Dispensing with Filing of Closing Certificate
  • Letter Forwarding Closing Certificate for Fiduciaries
  • Letter Forwarding Estate Tax Closing Letter
  • Agent's Powers Under Durable Power of Attorney - Power to Revoke (Optional Provision)
  • Agent's Powers Under Durable Power of Attorney - Record of Receipts, Disbursements, and Transactions (Optional Provision)
  • Agent's Powers Under Durable Power of Attorney - Disclosure to Governmental Agencies (Optional Provision)
  • Agent's Powers Under Durable Power of Attorney - Power of Substitution (Optional Provision)
  • Agent's Powers Under Durable Power of Attorney - Exculpation (Optional Provision)
  • Designation of TOD Beneficiary
  • Order Appointing Guardian ad Litem or Attorney (GF-131A)
  • Declination to Serve or Resignation (PR-1802)
  • Notice Setting Time to Hear Application and Deadline for Filing Claims (PR-1805)
  • Petition for Termination of Joint Tenancy or Life Estate (PR-1926)
  • Certificate of Termination of Joint Tenancy or Life Estate (PR-1927)
  • Petition for Summary Confirmation of Interest in Property (PR-1928)
  • Request for Discharge from Personal Liability Under IRC Sec 2204 or 6905 (IRS Form 5495)
  • Instructions for Form 709
  • Application for Federal Employer Identification Number (SS-4) - instructions
  • Digital Property Including Content of Electronic Communications
  • Document Disposing of Tangible Personal Property and Digital Property (Individual Person)
  • Agreement to Transfer Property Without Probate
  • Document Disposing of Tangible Personal Property and Digital Property (Married Person)
  • Digital Property Inventory
  • Powers of Personal Representative - Digital Property (Optional Provision)
  • Introductory Clause
  • Nomination of Guardian (Alternative Provision)
  • Nomination of Personal Representative
  • Bond
  • Tangible Personal Property and Digital Property
  • Entire Estate to Spouse
  • If Spouse Predeceases Testator - All to Children
  • Per Capita Distribution (Alternative Provision)
  • Ultimate Beneficiaries - Heirs of Both Spouses
  • Disposition If Beneficiary Dies Shortly After Testator
  • Date and Place of Will's Execution
  • Attestation Clause
  • Digital Property
  • Supported Decision-Making Agreement Appointment of Supporter
  • Court Approval of Signature Bond in Estate or Trust Proceedings (PR-1809B)
  • Request for a Closing Certificate for Fiduciaries (DOR Schedule CC)
  • Affidavit of Heirship (Addendum to Transfer by Affidavit)
  • Affidavit of Service or Waiver of Notice
  • Transfer by Affidavit Instructions
  • Wisconsin Statutory Power of Attorney for Finances and Property
  • Statutory Power of Attorney for Health Care
  • Certificate of Trust

The documents that comprise the Estate Planning/Probate Law Forms Library come from the following PINNACLE resource books developed by eminent authorities on Wisconsin estate planning and probate law:

  • Eckhardt’s Workbook for Wisconsin Estate Planners
  • Wisconsin Probate Systems Forms and Procedure Handbook

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Multi-user subscriptions must be placed by calling the State Bar at (800) 728-7788.

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